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JERIX vs MGLMX
JERIX vs MGLMX Comparison
Open Charts JERIX vs MGLMX
Janus Henderson Global Real Estate I
Price$12.16
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets300.68M
MFS Global Real Estate R4
Price$16.64
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets2.22B
JERIX vs MGLMX Comparison Chart in %
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JERIX vs. MGLMX commentary
Jul 26, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JERIX is a Buy and MGLMX is a Hold.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.22B vs. JERIX (301M). JERIX pays higher dividends than MGLMX: JERIX (2.79) vs MGLMX (2.51). JERIX was incepted earlier than MGLMX: JERIX (18 years) vs MGLMX (11 years). MGLMX (0.95) is less costly to investors than JERIX (0.73). JERIX is a more actively managed with annual turnover of: 87.00 vs. MGLMX (48.00). MGLMX has a lower initial minimum investment than JERIX: MGLMX (0) vs JERIX (2500). JERIX annual gain was more profitable for investors over the last year : 7.35 vs. MGLMX (2.42). MGLMX (15.05) and JERIX (14.61) have equivalent 5 years return.
| JERIX | MGLMX | JERIX / MGLMX | |
| Total Expense Ratio | 0.73 | 0.94 | 78% |
| Annual Report Gross Expense Ratio | 0.73 | 0.95 | 77% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 7.357 | 3.611 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 2.22B | 14% |
| Annual Yield % from dividends | 2.79 | 2.51 | 111% |
| Returns for 1 year | 7.35 | 2.42 | 304% |
| Returns for 3 years | 4.66 | -3.45 | -135% |
| Returns for 5 years | 14.61 | 15.05 | 97% |
| Returns for 10 years | 45.14 | 23.15 | 195% |
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